Clients
This section is for coordinators, registered managers and support workers. This page covers the client list, adding a client, and what each tab on a client’s record holds.
The list
Section titled “The list”“Clients” shows everyone in your care, sorted by name, with the count under the heading.
Each row has the client’s photo and name, their date of birth and their phone number. Tap or click the name to open their record.
What you see depends on your role:
- Coordinators and the owner see every client.
- Support workers see only the clients they serve, meaning the people whose visits they have been on in the last ninety days or are booked on ahead.
Opening the list is itself recorded, and so is opening a record. The trail knows who looked, not only who wrote.
Search and filters
Section titled “Search and filters”The search box matches names as you type. Beside it:
- Who pays (coordinators): narrow to one funding source — local authority, NHS, NHS Continuing Healthcare, direct payment, privately funded, something else — or “Any funding”. Nobody else sees this filter.
- Care ended: only clients whose care has ended and who are still on the list. Their records keep to the retention rules; see Exporting and removing.
- Removed (coordinators): the removed shelf, with Restore on each row.
The filters combine, and each one is on the audit trail as part of the list read.
Adding a client
Section titled “Adding a client”Coordinators and the owner see an “Add client” button beside the heading.
- Click “Add client”.
- In “Add a client”, fill in “Name”.
- Fill in “Date of birth” if you have it.
- Click “Add client”.
You land straight on the new client’s “Schedule” tab, because writing their care schedule is the next thing to do. Everything else about them can be filled in on their record afterwards.
The tabs on a record
Section titled “The tabs on a record”A client’s record is one concern per tab.
| Tab | What is on it | Who sees it |
|---|---|---|
| “Overview” | Details, the photo, NHS and GP, safety and consent, and who to ring. Support workers also see “Care received” here. | Everyone |
| “Care plan” | Needs, risks, access notes, the visit tasks, assessments, and away from home dates. | Everyone |
| “Schedule” | The client’s recurring weekly pattern that puts visits on the rota. | Coordinators and the owner |
| “Care team” | Preferred workers and the never assign list. | Coordinators and the owner |
| “Medication” | The medicines list and the MAR chart. | Everyone |
| “Documents” | The files on the record: assessments, consent forms, discharge letters and the rest. | Coordinators, the owner, office and inspector |
| “Incidents” | What has happened to this client. | Coordinators and the owner |
| “Timeline” | The “Record” card (retention and export), care received, and the audited chronology for those who read the trail. | Coordinators, the owner, office and inspector |
Support workers are offered “Overview”, “Care plan” and “Medication” only. A link straight to any other tab opens “Overview” instead.
The tab you are on is in the address, so a link from an alert or a report can open the right tab directly.